Overview:

This Sales Performance Tracking App is designed for a Fortune 200 client and applies to any organization with a primary sales dealer network. It functions as a comprehensive sales force performance system, featuring GPS functionality. The app retrieves sales and outstanding data from an ERP enterprise application, processes it through an intermediate layer, and displays it on mobile devices based on user roles. It supports both mobile and web utilities.

Challenges:

  • Accurately tracking and verifying customer visits without infringing on employee privacy.
  • Ensuring accuracy in Market Working Allowance calculations.
  • Managing complex performance analysis requirements.
  • Delivering detailed employee-wise and customer-wise performance analytics.
  • Maintaining consistent communication about incentives and promotional schemes across the dealer network.

Solution:

The app acts as a comprehensive sales force performance system that connects field sales teams, dealers, and the ERP system through a mobile and web-based interface. It ensures accurate tracking, performance monitoring, and seamless communication across the dealer network while maintaining data security and privacy.

Accurate Tracking & Verification of Customer Visits
  • GPS-Based Location Tracking: Uses Geo-Tagging and Visit Tracking to monitor customer visits while ensuring employee privacy.
  • Visit History Logs: Provides a documented history of sales team visits for verification.
  • Click-to-Call Feature: Allows direct calls through the app with audit capabilities, ensuring accountability.
Market Working Allowance (MWA) Accuracy
  • Automated Visit Documentation: Ensures that Market Working Allowance calculations are based on verified customer visits rather than manual reporting.
  • Integration with ERP: Retrieves real-time outstanding payments, sales, and customer engagement data, ensuring accurate MWA calculations.
Complex Performance Analysis
  • Advanced Analytics & KPIs: Tracks sales performance at employee, customer, and dealer levels.
  • Real-Time Dashboards: Displays visualized performance metrics and trends.
  • Lead & Sales Tracking: Monitors secondary sales, outstanding tracking, and payment follow-ups.
Employee-Wise & Customer-Wise Performance Analytics
  • KPI Management: Measures employee and dealer performance based on sales targets, order completions, and engagement levels.
  • Lead & Complaint Management: Tracks customer interactions to ensure efficient service resolution.
  • Dealer Stock Tracking: Helps assess dealer readiness and market performance.
Communication of Incentives & Promotional Schemes
  • Messaging & Notifications System: Keeps dealers and sales teams informed about promotional campaigns, incentives, and company updates.
  • News Flash Feature: Instantly disseminates important information.
  • Dealer Gift & Schemes Module: Ensures visibility of active sales incentives.
Additional Functionalities Enhancing the Solution
  • Order Management: Streamlines order-taking and processing.
  • Sub-Dealer & Competition Dealer Tracking: Enhances market intelligence.
  • Calendar Module: Helps sales teams schedule appointments efficiently.
  • Document Repository: Centralized storage for sales-related documents.
  • File Uploads: Supports document sharing in multiple formats.
  • Data Security: Ensures protection of sensitive business information.
  • Third-Party Integrations: Connects seamlessly with tools like WhatsApp for enhanced communication.
Technology
  • Mobile Apps (Hybrid)
    • Operating Systems: Android / iOS
    • Framework: Ionic (1 to 5) / Capacitor
    • Technology: Angular / ECMA Script 6 or 7 / Google Firebase / APNs
    • Back-End: JavaScript / Java / REST API / JSON

Key Features:

Enterprise Integration:
  • Click-to-Call: Enables calls through the app with audit capabilities.
  • Calendar Module: Appointment scheduling and planning.
  • Dynamic Menus & Dashboards: Personalized views based on roles and filters.
  • File Uploads: Support for PDF, Excel, Word, and image uploads.
  • User Logs: Comprehensive tracking of user activity.
  • Data Security: Ensures secure handling of sensitive information.
  • Customization: High flexibility for future customizations.
  • Document Repository: Centralized server-based storage.
  • Analytics: Advanced data analysis and reporting tools.
  • Third-Party App Integrations: Seamless integration with tools like WhatsApp.
  • News Flash: Instant company updates.
  • Ticketing System: Categorized complaint registration for:
    • Product-related issues
    • Service-related issues
    • Scheme-related issues
    • App-related issues
    • Lead-related issues

Benefits

Enterprise Integration:
  • Real-time access to performance, sales, inventory, targets, and outstanding data from the ERP system.
  • Estimated savings of $1 million USD through app implementation.
  • Enhanced monitoring of employee visits to assigned customers.
  • Efficient tracking of Market Working Allowance based on documented customer visits.
  • Documented employee attendance and sales visits to ensure alignment with planned schedules.
  • Comprehensive performance metrics available at employee-wise and customer-wise levels for detailed analysis.